From History to Legacy: How The Planning Center Builds for the Future with Eric Kies (Ep. 6)

When a firm chooses people over ego, everything changes. In this conversation, CEO Eric Kies joins Jude Boudreaux and Caleb Arringdale to share how The Planning Center shifted from individual silos to an ensemble practice where clients are served by a team, not a single advisor. They talk candidly about investing in “soft” skills like …

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